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JSVPX vs WCMJX
JSVPX vs WCMJX Comparison
Open Charts JSVPX vs WCMJX
JPMorgan Small Cap Value R3
Price$26.76
Change+$0.54 (+2.06%)
VolumeN/A
Net Assets1.24B
WCM SMID Quality Val Fd Investor
Price$11.26
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets21.79M
JSVPX vs WCMJX Comparison Chart in %
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JSVPX vs. WCMJX commentary
Oct 21, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JSVPX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
JSVPX has more cash in the bank: 1.25B vs. WCMJX (21.8M). JSVPX pays higher dividends than WCMJX: JSVPX (0.74) vs WCMJX (0.00). JSVPX was incepted earlier than WCMJX: JSVPX (9 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than JSVPX (1.30). JSVPX is a more actively managed with annual turnover of: 49.00 vs. WCMJX (15.00). JSVPX has a lower initial minimum investment than WCMJX: JSVPX (0) vs WCMJX (1000). JSVPX annual gain was more profitable for investors over the last year : -2.73 vs. WCMJX (-21.05). JSVPX return over 5 years is better than : 31.23 vs. WCMJX (21.44).
| JSVPX | WCMJX | JSVPX / WCMJX | |
| Total Expense Ratio | 1.24 | 1.15 | 108% |
| Annual Report Gross Expense Ratio | 1.30 | 1.70 | 76% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 6.976 | -5.772 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 21.8M | 5,711% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -2.73 | -21.05 | 13% |
| Returns for 3 years | 13.94 | 15.26 | 91% |
| Returns for 5 years | 31.23 | 21.44 | 146% |
| Returns for 10 years | N/A | N/A | - |
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